Tutorial: How to configure a Customer Loyalty Rewards

If you’d like to set up a registration form for users to leave their personal details in exchange for a code giving them access to an online promotion and the chance to win exclusive gifts and discounts, follow the steps below:

You’ve created your promotion! In the background you’ll see the Promotion Management Page. A pop-up window will ask you to fill in some fields to help with the preconfiguration. If you are not interested in doing this, click “Skip this step”.

Default language: We’ll suggest a default language in which to display the promotion contents. Change this language to meet your requirements.

Country. You can select the target country for the promotion. The platform will then filter entries so that only users registered from an IP corresponding to the target country or countries will be selected. Find more information here.

6. After saving or skipping this step you’ll find yourself in the Promotion Management Page. Here you can find all the options for setting up your promotion. These are the most relevant sections:

Header. You will find the title of the promotion, the version and other relevant information such as the ID number of the promotion, which identifies each promotion. Give this number to the Easypromos team if you have any issues with the promotion. This will make it easier for them to review your settings.

Quick button to Preview the promotion. When clicking this button, the Preview tool will open in a new browser window, so you can continue working comfortably in the promotion and, at the same time, preview how the final result is going.

Link to the promotion. This is the URL that you should use in all the dissemination actions that you are going to carry out. More information here.

Copy link button. Here you'll be able to automatically copy the link to disseminate the promotion.

Activate Promotion button. When you have the promotion prepared and ready to launch, click this button to activate and start it. This button will take you to the activation page, where you can review the billing information to proceed to make the payment of the promotion.

Side menu. Here you will find all the configuration options of the promotion.

Promotion status. It indicates the status of the promotion: Draft, Active or Expired, as well as if it’s about to start. Once the promotion period has ended, this field will be marked in red saying: Status: Expired. What to do: Here you can choose what you want to show in the URL of the promotion.

Link to the configuration tutorial. For each type of application you have available from here the link to the step-by-step tutorial so you do not miss any important step.

Direct access to configuration options within the Editor. This module presents the access to the edition of the following sections which are located within the Editor:

Management of the dates and the time zone that will have the promotion.

Languages: It indicates the default language of the promotion and it allows you to change it if you need it.

Localization: It allows to limit the participation to one or several countries (option included by default in the Premium and the White Libel promotions, and in the Basic version by purchasing the additional extension). More information.

Step 2. Insert and set up the Codes

The next and most important step is to insert in the application all valid codes to participate. This way, the system will verify if the code that the user writes in the form is one of the codes that you have loaded in the application or not. This means that only users with a valid code will be able to finish the registration process.

Note: The Easypromos platform provides a system for loading and validating alphanumeric codes among users registered to the application, but codes must be created outside the Easypromos platform. If you do not have your own code generation system, you can use an online tool or software like this popular free tool. Once you have the promotional codes that are valid to participate, they can be loaded into the code set. This is the process that we explained in this first step of the Tutorial.

The process to create the codes and set up the way to validate them is divided into 2 steps:

First of all, you’ll need to create a codeset where you’ll be able to load all valid codes to participate. If you need to create a large amount of codes, you must create them in batches of 20,000 (with a maximum limit of 2 million codes).

In order to create the codes, follow the steps below:

1. Access the “Editor” from the promotion management page.

2. Display the menu and locate in the “Options” section the “Codeset” part. Then, click on the “New codeset” button to start loading the codes:

3. Locate the section Tools > Codeset on the left menu. Then click on the “New codeset” button to start loading the codes:

In particular, you’ll be able to load all the codes by just copying and pasting the codes directly into the corresponding field.

Considerations to take into account:

You’ll be able to load all the codes in batches of 20,000 (with a maximum limit of 2 million codes).

You’ll be able to add new codes at any time by accessing the Codeset options page again.

Step 2: Add the text field in the registration form where users will write their code

The next important step is to add a field in the registration form where users will be able to write their code in order to be validated to register in the promotion. In order to add the additional text field, follow the steps below:

1. Without leaving the Editor, go to Pages > Entry Form and add an "Additional Text Field". Complete the following sections of the text field:

Title: Write the title of the text field. This is the text that will be displayed as the title of the field in the registry form, for instance: "Write your code here".

Short title: This is the name that will be displayed as the title of the corresponding column within the Excel file.

Text length field: You can decide the size of the text box available for the users to write their codes.

Method of validation: This option allows you to validate the code that the user will write in the entry form. For the “Customer Loyalty rewards” app choose “By a codeset” as method of validation, and then below select the codeset you’ve created in the previous step.

Note: You can choose “By a regular expression” as a method of validation if your codes can be validated by a pattern. For example: you can create a regular expression to validate with a rule that the code entered by the user is only numeric and has 10 digits. Or another rule could be: only 6-character codes, only lowercases letters are valid and the first letter is a “z”.

One-time use values: When enabling this option, the application will check if the values introduced by the user are valid and, additionally, they haven't been previously registered by another user.

Mark it as a mandatory field: Mark the text field as mandatory, this way users will need to write their code to be validated by the application.

Make this custom field public: In this type of application is not necessary to activate this field, since entries are not public (name and information of the users).

Step 3. Customize the text and images for each page

The platform comes with many features already configured according to the type of application you’ve chosen. From this point onwards, you can concentrate on customizing the texts and images of the promotion, as well as the colors and typography options.

1. Within the same "Editor", go to the first section, "Welcome", and configure the texts and images of each page of the promotion. Do the same with the other sections that we indicate:

A) Welcome.

Change the provisional title for one that best describes your promotion. These tips can help you if you’re unsure.

Configure the texts and upload an image to give the page greater dynamism.

In the “Description” we suggest you explain the mechanics of the contest so that participants understand what they must do to take part. In Premium and White Label versions you can also customize the “Participate” and “See Participants” buttons.

B) Entry Form.

Add any fields you wish participants to complete to the Registration Form. You can also customize the text and header image. In Premium and White Label versions you can fill in the form with all the additional fields, dropdown menus and checkboxes you require. See all the Registration Form options here.

C) Thank You.

Now, finish customizing this page with a final image (optional) and with a thank you message. You will also be able to personalize, among other things, the button to share the promotion, or add the button "Disconnect and start over" you will find in the section Thank you > Options.

Note: Additionally, in promotions created with the Premium design template you have the following additional functionalities to customize the pages of the promotion:

Customize the name of each section and the icon that identifies it within the promotion menu. For example, you can change the default name of "Welcome" page to "Start".

Add new sections in the promotion menu to present additional content. This new section can be set up in two different ways:

New page, for example, to present and explain the prizes of the promotion.

Step 5. Enter the Terms and Conditions

Enter the Terms and Conditions with an explanation of all the aspects concerning the promotion, sweepstakes or contest. These Terms will be accessible to participants via a button on the Welcome page of the promotion, as well as from a link on every page of the promotion.

To add the terms and conditions, go to the Editor> General> Legal content, where you will find the following sections:

Step 6. Configure the My Networks sections and the promotion footer

The “My Networks” section allows you to totally customize the page that is displayed to the participant before finalizing registration. This gives you the opportunity to encourage participants to like a Facebook Page. The My Networks module can be customized with Facebook pages, as well as with Twitter, Instagram and Youtube accounts. Learn more about how to set this up here.

You can also customize the text at the footer of the promotion, or deactivate this if it doesn’t interest you. This is a banner, presented at the footer of each page of the promotion.

To enable the Footer of the promotion go to Editor > General > Footer:

Step 7. Customize viral content

This section is very important if you wish to achieve good virality for your promotion. The viral content is the message that is shown when the participant shares the promotion with friends, inviting them to take part. You’ll be able to customize the message to fit the channel through which participants choose to share the promotion.

To customize the viral content of the promotion go to Editor > General > Share:

A) Generic:

Set up the generic contents of the promotion here:

Viral image: This is the image that will accompany the text to be shared. To make it optimal for the social networks, we suggest a measurement of 1200px wide by 630px high. This same image will be shared via Facebook, Pinterest and Google+. If you don’t upload a specific image for this section, the main promotion image will be disseminated when a participant shares the promotion.

Generic content: This is the viral text that will be disseminated across the social networks when the participant shares the promotion via the share button on the main page, the registration form or the header of the participations gallery. Learn how to configure this.

B) Recruitment.

This is the content that is proposed by default when sharing on the social networks via the final page.

Step 8. Review advanced settings

Access the Editor> Pages> Form> Options to check how users should be registered:

For a "Customer Loyalty rewards" promotion, we recommend setting up the following options:

Max. users: Decide if you want to close the promotion to a maximum number of participants. By default, there is no limit of users who can participate in the contest.

Maximum entries per user: You can decide how many times the same user can participate. By default it is 1 participation per user.

Enable Facebook Login: Enable the login with Facebook window so that the user can participate identifying with his Facebook user.

Anti-fraud options: With the aim of helping administrators organize top-quality contests, the platform contains a series of techniques and tools to help minimize the impact of participants bad practices.Consult the adjustable options.

Step 9. Restrictions to access the promotion

The application allows you to restrict the access to the promotion to limit users who can participate in it. Specifically, the platform offers you 2 forms of restriction:

Restriction by country: It allows to limit the promotion to a specific country or several countries. In this way, only those users who connect from the selected country or countries will see the promotion.

Note: The functionality to restrict the promotion by age is only available for promotions created with the Premium version and the White Label version that have been designed with the Premium design template.

Step 10. Communicate with participants via the Emails Platform

If you need to communicate with participants during and after the promotion you can use this section to create, personalize and send emails.

In this type of promotion the Emails Platform can be very useful because it allows you to set up automatic emails to send participants:

Important! The platform provides a "smart tags" feature which enables you to configure customized emails. Use the "smart tag" {{user_promotional_code}} to display the promotional code that has been assigned to each participant. If you also wish to display it in QR or barcode format, use the smart tag {{user_barcode}} and the QR and barcode will be displayed in the body of the email.

Step 11. Publish the prizes page (optional)

Before publishing the promotion or during the course of the it, you have the possibility to publish a new page with the list of prizes of the promotion. This page can be useful to tell users about the details of the prizes. It’s also here that the winners are published when you finish the promotion. To publish the prizes page go to Editor > Pages > Prizes.

Step 12. Preview your promotion

You can check how the promotion will be displayed once activated in order to review the graphic part. To do this, within the same Editor of the promotion you will find the "Preview" direct button in the Editor's header:

Please keep in mind that the Preview of the promotion is only to see what the promotion will look like, it doesn’t work to test features. That’s why you can go to the next page without filling in your data for example. To test the recruitment process of the promotion, you need to activate and you can protect it with a password to test it privately. We explain this here.

Step 13. Activate the promotion

Once you have configured all aspects of the promotion, you can activate it from the management page of the promotion, where you can make the payment. Here you will find more information.

Step 14. Publish the promotion

Although your promotion will now be active, there’s just one more step: publishing it. Upon creating the contest, a URL is generated. This is the main promotion link. By default, this link leads to a microsite where the promotion is displayed. In addition, you can publish the sweepstakes or promotion to a Facebook Page or embed it into your blog or website. Manage where you want to publish it from using the “Buzz” button. More information about this step.

Step 15. Share the promotion

It’s also a good idea to share the promotion across a number of channels. Always use the main promotion link: it’s the only one compatible with any type of device.

You can share the promotion via the following methods:

With the main promotion link.

With the “Share” button on Facebook, Twitter and Pinterest.

Creating a featured campaign. This means that your promotion will be included in Easypromos’s selection of featured campaigns. The featured campaigns have an additional cost which is calculated per day of the campaign. If you’d like to create a featured campaign, check out this tutorial.

Step 16. Manage the promotion while it is still active

While the promotion is active you can monitor and manage the participants and the codes that are being validated. In particular, you’ll be able to monitor the activity of your promotion from two different sections:

1. From the Editor > Tools > Codeset: From here you’ll be able to check the list of codes that are being validated by users. In particular, you’ll have tools to:

See and filter by the assignment status of the codes.

See the name of the user that has validated each code and access from here the individual entry of each assignment.

Add new codes to the codeset or delete codes that have not been validated yet.

Sort the list of codes by the insertion date (ascending or descending order).

2. From the “View entries” section within the promotion management page, where you’ll be able to:

Step 18. Manage prizes and publication of winners

When the participation period of the promotion ends, as the administrator of the promotion you have the prize management system available that allows you to create the prizes of the promotion and configure how they will be assigned. When the promotion has finished, you can assign prizes randomly or manually.

Randomly: You can run one or more sweepstakes among all of the participants or among a segment of participants and obtain a certificate of validity with the results of the sweepstakes.

Manually: You can assign one or more prizes manually to the participants in the contest. This is useful for example in contests with voting, skills test or where the winners are selected by a jury or a notary public, or manually by the organizing brand.